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LMRNX vs RLBEX
LMRNX vs RLBEX Comparison
Open Charts LMRNX vs RLBEX
1919 Socially Responsive Balanced I
Price$34.37
Change-$0.36 (-1.04%)
VolumeN/A
Net Assets955.05M
American Funds American Balanced R4
Price$38.99
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
LMRNX vs RLBEX Comparison Chart in %
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LMRNX vs. RLBEX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMRNX is a Hold and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. LMRNX (955M). RLBEX pays higher dividends than LMRNX: RLBEX (1.71) vs LMRNX (0.98). LMRNX was incepted earlier than RLBEX: LMRNX (17 years) vs RLBEX (23 years). LMRNX (0.70) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. LMRNX (10.00). RLBEX has a lower initial minimum investment than LMRNX: RLBEX (250) vs LMRNX (1000000). RLBEX annual gain was more profitable for investors over the last year : 9.94 vs. LMRNX (8.00). LMRNX return over 5 years is better than : 48.62 vs. RLBEX (41.28).
| LMRNX | RLBEX | LMRNX / RLBEX | |
| Total Expense Ratio | 0.70 | 0.59 | 119% |
| Annual Report Gross Expense Ratio | 0.70 | 0.59 | 119% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 9.901 | 16.221 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 269B | 0% |
| Annual Yield % from dividends | 0.98 | 1.71 | 57% |
| Returns for 1 year | 8.00 | 9.94 | 81% |
| Returns for 3 years | 50.82 | 43.51 | 117% |
| Returns for 5 years | 48.62 | 41.28 | 118% |
| Returns for 10 years | 102.47 | 80.23 | 128% |
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